addons/marketing_campaign/marketing_campaign_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <menuitem name="Configuration" id="menu_marketing_configuration" parent="base.marketing_menu" sequence="1"/>
   6
   7     <!-- Marketing Campaign -->
   8     <act_window name="All Segments"
   9         res_model="marketing.campaign.segment"
  10         src_model="marketing.campaign"
  11         view_type="form"
  12         view_mode="tree,form"
  13         id="act_marketing_campaing_segment_opened"
  14         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"/>
  15
  16     <!-- Campaign Followups -->
  17     <act_window
  18         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
  19         id="act_marketing_campaing_followup"
  20         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
  21         src_model="marketing.campaign" view_mode="tree,form"
  22         view_type="form"/>
  23
  24     <record model="ir.ui.view" id="view_marketing_campaign_form">
  25         <field name="name">marketing.campaign.form</field>
  26         <field name="model">marketing.campaign</field>
  27         <field name="type">form</field>
  28         <field name="arch" type="xml">
  29             <form version="7.0">
  30             <header>
  31                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
  32                 <button name="state_done_set" string="Done" states="running" class="oe_highlight"/>
  33                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
  34                 <button name="state_cancel_set" string="Cancel" states="running"/>
  35                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
  36             </header>
  37             <sheet string="Campaign">
  38                 <div class="oe_right oe_button_box" name="button_box">
  39                         <button type="action"
  40                         name="%(act_marketing_campaing_followup)d"
  41                         string="Follow-Up"/>
  42                         <button type="action"
  43                         name="%(act_marketing_campaing_segment_opened)d"
  44                         string="Segments"/>
  45                 </div>
  46                 <div class="oe_title">
  47                     <label for="name" class="oe_edit_only"/>
  48                     <h1><field name="name" class="oe_inline"/></h1>
  49                 </div>
  50                 <group>
  51                     <group>
  52                         <field name="mode"/>
  53                         <field name="fixed_cost"/>
  54                     </group>
  55                     <group>
  56                         <field name="object_id"/>
  57                         <field name="partner_field_id"/>
  58                         <field name="unique_field_id"/>
  59                     </group>
  60                 </group>
  61                 <separator string="Activities"/>
  62                 <field name="activity_ids" context="{'default_object_id': object_id, 'default_campaign_id': active_id}"/>
  63             </sheet>
  64             </form>
  65         </field>
  66     </record>
  67
  68     <record model="ir.ui.view" id="view_marketing_campaign_tree">
  69         <field name="name">marketing.campaign.tree</field>
  70         <field name="model">marketing.campaign</field>
  71         <field name="type">tree</field>
  72         <field name="arch" type="xml">
  73             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Campaigns">
  74                 <field name="name"/>
  75                 <field name="object_id"/>
  76                 <field name="mode"/>
  77                 <field name="fixed_cost"/>
  78                 <field name="state"/>
  79             </tree>
  80         </field>
  81     </record>
  82
  83     <record id="view_marketing_campaign_diagram" model="ir.ui.view">
  84         <field name="name">marketing.campaign.diagram</field>
  85         <field name="model">marketing.campaign</field>
  86         <field name="type">diagram</field>
  87         <field name="arch" type="xml">
  88             <diagram string="Campaign Editor">
  89                 <node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
  90                     <field name="name"/>
  91                     <field name="type"/>
  92                     <field name="start" invisible="1"/>
  93                     <field name="condition" widget="char"/>
  94                 </node>
  95                 <arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
  96                     <field name="activity_from_id"/>
  97                     <field name="activity_to_id"/>
  98                     <field name="interval_nbr"/>
  99                     <field name="interval_type"/>
 100                 </arrow>
 101             </diagram>
 102         </field>
 103     </record>
 104
 105     <record id="view_marketing_campaign_search" model="ir.ui.view">
 106         <field name="name">marketing.campaign.search</field>
 107         <field name="model">marketing.campaign</field>
 108         <field name="type">search</field>
 109         <field name="arch" type="xml">
 110             <search string="Campaigns">
 111                 <field name="name" string="Campaign"/>
 112                 <separator orientation="vertical"/>
 113                 <filter icon="terp-document-new" string="Draft" name="draft" domain="[('state','=','draft')]"/>
 114                 <filter icon="terp-check" string="Running" domain="[('state','=','running')]"/>
 115                 <filter icon="terp-gtk-jump-to-rtl" string="Test Mode" name="test" domain="[('mode','=','test')]"/>
 116                 <filter icon="terp-gtk-jump-to-rtl" string="Manual Mode" domain="[('mode','=','manual')]"/>
 117                 <separator orientation="vertical"/>
 118                 <field name="object_id" string="Resource"/>
 119                 <newline/>
 120                 <group expand="0" string="Group By...">
 121                     <filter string="Resource" name="Object" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 122                     <separator orientation="vertical"/>
 123                     <filter string="Mode" name="Mode" icon="terp-gtk-jump-to-rtl" context="{'group_by':'mode'}"/>
 124                     <separator orientation="vertical"/>
 125                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 126                 </group>
 127             </search>
 128         </field>
 129     </record>
 130
 131     <record model="ir.actions.act_window" id="action_marketing_campaign_form">
 132         <field name="name">Campaigns</field>
 133         <field name="type">ir.actions.act_window</field>
 134         <field name="res_model">marketing.campaign</field>
 135         <field name="view_type">form</field>
 136         <field name="view_mode">tree,form,diagram</field>
 137         <field name="view_id" ref="view_marketing_campaign_tree"/>
 138         <field name="context">{'group_by': []}</field>
 139         <field name="search_view_id" ref="view_marketing_campaign_search"/>
 140         <field name="help">A marketing campaign is an event or activity that will help you manage and reach your partners with specific messages. A campaign can have many activities that will be triggered from a specific situation. One action could be sending an email template that has previously been created in the system.</field>
 141     </record>
 142
 143     <menuitem name="Campaigns" id="menu_marketing_campaign" parent="base.marketing_menu"/>
 144     <menuitem id="menu_marketing_campaign_form" parent="menu_marketing_campaign" action="action_marketing_campaign_form" sequence="30"/>
 145
 146     <!-- Marketing Segments -->
 147     <record model="ir.ui.view" id="view_marketing_campaign_segment_form">
 148         <field name="name">marketing.campaign.segment.form</field>
 149         <field name="model">marketing.campaign.segment</field>
 150         <field name="type">form</field>
 151         <field name="arch" type="xml">
 152             <form version="7.0">
 153             <header>
 154                 <button name="state_running_set" string="Run" states="draft" class="oe_highlight"/>
 155                 <button name="state_done_set" string="Close" states="running" class="oe_highlight"/>
 156                 <button name="state_draft_set" string="Set to Draft" states="done,cancelled"/>
 157                 <button name="state_cancel_set" string="Cancel" states="running"/>
 158                 <field name="state" readonly="1" widget="statusbar" statusbar_visible="draft,running,done"/>
 159             </header>
 160             <sheet string="Segments" >
 161                 <group>
 162                     <group>
 163                         <field name="name"/>
 164                         <field name="campaign_id" on_change="onchange_campaign_id(campaign_id)"/>
 165                         <field name="object_id" invisible="1"/>
 166                         <field name="sync_mode" required="True"/>
 167                        <label for="sync_last_date"/>
 168                        <div>
 169                            <field name="sync_last_date" class="oe_inline"/>
 170                            <button string="Synchronize Manually" states="running" name="synchroniz" type="object"/>
 171                        </div>
 172                        <field name="date_next_sync"/>
 173                     </group>
 174                     <group>
 175                         <field name="ir_filter_id"/>
 176                         <field name="date_run" readonly="1"/>
 177                         <field name="date_done" readonly="1"/>
 178                     </group>
 179                 </group>
 180             </sheet>
 181             </form>
 182         </field>
 183     </record>
 184
 185     <record model="ir.ui.view" id="view_marketing_campaign_segment_tree">
 186         <field name="name">marketing.campaign.segment.tree</field>
 187         <field name="model">marketing.campaign.segment</field>
 188         <field name="type">tree</field>
 189         <field name="arch" type="xml">
 190             <tree colors="blue:state == 'draft';black:state == 'running';gray:state in ('done','cancelled')" string="Segments">
 191                 <field name="name"/>
 192                 <field name="campaign_id"/>
 193                 <field name="date_run"/>
 194                 <field name="sync_last_date"/>
 195                 <field name="state"/>
 196             </tree>
 197         </field>
 198     </record>
 199
 200     <record id="view_marketing_campaign_segment_search" model="ir.ui.view">
 201         <field name="name">marketing.campaign.segment.search</field>
 202         <field name="model">marketing.campaign.segment</field>
 203         <field name="type">search</field>
 204         <field name="arch" type="xml">
 205             <search string="Segments">
 206                 <field name="name" string="Segment"/>
 207                 <separator orientation="vertical"/>
 208                 <field name="date_run"/>
 209                 <separator orientation="vertical"/>
 210                 <filter icon="terp-check" string="Running" name="running" domain="[('state','=','running')]"/>
 211                 <filter icon="terp-document-new" string="Draft" domain="[('state','=','draft')]"/>
 212                 <filter icon="terp-gtk-jump-to-ltr" string="Newly Created" help="Sync mode: only records created after last sync" domain="[('sync_mode','=','create_date')]"/>
 213                 <filter icon="terp-stock_effects-object-colorize" string="Newly Modified" help="Sync mode: only records updated after last sync" domain="[('sync_mode','=','write_date')]"/>
 214                 <filter icon="terp-emblem-documents" string="All" help="Sync mode: all records" domain="[('sync_mode','=','all')]"/>
 215                 <separator orientation="vertical"/>
 216                 <field name="campaign_id"/>
 217                 <field name="object_id"/>
 218                 <newline/>
 219                 <group expand="0" string="Group By...">
 220                     <filter string="Campaign" name="Campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 221                     <separator orientation="vertical"/>
 222                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 223                     <separator orientation="vertical"/>
 224                     <filter string="Launch Date" name="Launch Date" icon="terp-go-month" context="{'group_by':'date_run'}"/>
 225                 </group>
 226             </search>
 227         </field>
 228     </record>
 229
 230     <record model="ir.actions.act_window" id="action_marketing_campaign_segment_form">
 231         <field name="name">Segments</field>
 232         <field name="type">ir.actions.act_window</field>
 233         <field name="res_model">marketing.campaign.segment</field>
 234         <field name="view_type">form</field>
 235         <field name="view_mode">tree,form</field>
 236         <field name="view_id" ref="view_marketing_campaign_segment_tree"/>
 237         <field name="search_view_id" ref="view_marketing_campaign_segment_search"/>
 238         <field name="context">{'group_by': []}</field>
 239     </record>
 240
 241     <menuitem id="menu_marketing_campaign_segment_form" parent="menu_marketing_campaign" action="action_marketing_campaign_segment_form" sequence="20"/>
 242
 243     <!--
 244         Marketing Activities
 245         These views are not intended to be used outside the campaign context.
 246     -->
 247     <record model="ir.ui.view" id="view_marketing_campaign_activity_form">
 248         <field name="name">marketing.campaign.activity.form</field>
 249         <field name="model">marketing.campaign.activity</field>
 250         <field name="type">form</field>
 251         <field name="arch" type="xml">
 252             <form string="Activities" version="7.0">
 253                 <group>
 254                     <group>
 255                         <field name="name"/>
 256                         <field name="signal" groups="base.group_no_one"/>
 257                         <field name="start"/>
 258                         <field name="object_id" invisible="1"/>
 259                         <field name="campaign_id" invisible="1"/>
 260                     </group>
 261                     <group>
 262                         <field name="variable_cost"/>
 263                         <field name="revenue"/>
 264                     </group>
 265                 </group>
 266                 <group >
 267                     <group>
 268                         <field name="condition" widget="char"/>
 269                         <field name="keep_if_condition_not_met"/>
 270                     </group>
 271                     <group>
 272                         <field name="type"/>
 273                         <field name="email_template_id" attrs="{'required':[('type','=','email')], 'invisible':[('type','!=','email')]}"
 274                            context="{'default_model_id':object_id}"/>
 275                         <field name="server_action_id" attrs="{'required':[('type','=','action')],'invisible':[('type','!=','action')]}" domain="[('model_id','=',object_id)]"/>
 276                         <field name="report_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}" context="{'object_id':object_id}"/>
 277                         <field name="report_directory_id" attrs="{'required':[('type','=','report')],'invisible':[('type','!=','report')]}"/>
 278                     </group>
 279                 </group>
 280                 <separator string="Previous Activities"/>
 281                 <field name="from_ids" mode="tree" context="{'default_activity_to_id': active_id}">
 282                     <tree string="Incoming Transitions" editable="bottom">
 283                         <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 284                         <field name='trigger'/>
 285                         <field name="interval_nbr"/>
 286                         <field name="interval_type"/>
 287                     </tree>
 288                     <form string="Incoming Transitions" version="7.0">
 289                         <group col="4">
 290                             <field name="activity_from_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 291                             <field name='trigger'/>
 292                             <field name="interval_nbr"/>
 293                             <field name="interval_type"/>
 294                         </group>
 295                     </form>
 296                 </field>
 297                 <separator string="Next Activities"/>
 298                 <field name="to_ids" mode="tree" context="{'default_activity_from_id': active_id}">
 299                     <tree string="Outgoing Transitions" editable="bottom">
 300                         <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 301                         <field name='trigger'/>
 302                         <field name="interval_nbr"/>
 303                         <field name="interval_type"/>
 304                     </tree>
 305                     <form string="Outgoing Transitions" version="7.0">
 306                         <group col="4">
 307                             <field name="activity_to_id" domain="[('campaign_id', '=', parent.campaign_id)]"/>
 308                             <field name='trigger'/>
 309                             <field name="interval_nbr"/>
 310                             <field name="interval_type"/>
 311                         </group>
 312                     </form>
 313                 </field>
 314             </form>
 315         </field>
 316     </record>
 317
 318     <record model="ir.ui.view" id="view_marketing_campaign_activity_tree">
 319         <field name="name">marketing.campaign.activity.tree</field>
 320         <field name="model">marketing.campaign.activity</field>
 321         <field name="type">tree</field>
 322         <field name="arch" type="xml">
 323             <tree string="Activities">
 324                 <field name="name"/>
 325                 <field name="condition"/>
 326                 <field name="type"/>
 327                 <field name="start"/>
 328             </tree>
 329         </field>
 330     </record>
 331
 332
 333     <!-- Marketing Workitems -->
 334     <record model="ir.ui.view" id="view_marketing_campaign_workitem_tree">
 335         <field name="name">marketing.campaign.workitem.tree</field>
 336         <field name="model">marketing.campaign.workitem</field>
 337         <field name="type">tree</field>
 338         <field name="arch" type="xml">
 339             <tree colors="red:state == 'exception';black:state == 'todo';gray:state == 'cancelled'" string="Marketing Campaign Activities">
 340                 <field name="campaign_id"/>
 341                 <field name="segment_id"/>
 342                 <field name="activity_id"/>
 343                 <field name="object_id" invisible="1"/>
 344                 <field name="res_id" invisible="1"/>
 345                 <field name="res_name"/>
 346                 <field name="partner_id"/>
 347                 <field name="date"/>
 348                 <field name="state"/>
 349                 <button string="Cancel" states="todo" name="button_cancel" type="object" icon="terp-gtk-stop"/>
 350                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 351                 <button string="Process" states="todo" name="process" type="object" icon="terp-gtk-go-back-rtl"/>
 352             </tree>
 353         </field>
 354     </record>
 355
 356     <record model="ir.ui.view" id="view_marketing_campaign_workitem_form">
 357         <field name="name">marketing.campaign.workitem.form</field>
 358         <field name="model">marketing.campaign.workitem</field>
 359         <field name="type">form</field>
 360         <field name="arch" type="xml">
 361             <form string="Marketing Campaign Activities" version="7.0">
 362             <header>
 363                 <button string="Process" states="todo" name="process" type="object"/>
 364                 <button string="Reset" states="exception,cancelled" name="button_draft" type="object"/>
 365                 <button string="Cancel" states="todo,exception" name="button_cancel" type="object"/>
 366                 <field name="state" readonly="True" widget="statusbar" statusbar_visible="todo,done" statusbar_colors='{"exception":"red"}'/>
 367                 <button string="Preview" states="todo" name="preview" icon="gtk-zoom-fit" type="object"/>
 368             </header>
 369             <sheet>
 370                 <group>
 371                     <group>
 372                         <field name="campaign_id"/>
 373                         <field name="segment_id"/>
 374                         <field name="activity_id" context="{'segment_id':segment_id}"/>
 375                         <field name="date"/>
 376                     </group>
 377                     <group>
 378                         <field name="object_id" readonly="True"/>
 379                         <field name="res_name"/>
 380                         <field name="res_id"/>
 381                         <field name="partner_id"/>
 382                     </group>
 383                 </group>
 384                 <group attrs="{'invisible':[('state','!=','exception')]}" string="Error Message">
 385                     <field name="error_msg" nolabel="1" colspan="2"/>
 386                 </group>
 387             </sheet>
 388             </form>
 389         </field>
 390     </record>
 391
 392     <record id="view_marketing_campaign_workitem_search" model="ir.ui.view">
 393         <field name="name">marketing.campaign.workitem.search</field>
 394         <field name="model">marketing.campaign.workitem</field>
 395         <field name="type">search</field>
 396         <field name="arch" type="xml">
 397             <search string="Marketing Campaign Activities">
 398                 <group>
 399                     <field name="res_name" string="Marketing Campaign Activity"/>
 400                     <separator orientation="vertical"/>
 401                     <field name="date"/>
 402                     <separator orientation="vertical"/>
 403                     <filter icon="terp-gtk-go-back-rtl" string="To Do" name="todo" domain="[('state','=','todo')]"/>
 404                     <filter icon="terp-emblem-important" string="Exception" domain="[('state','=','exception')]"/>
 405                     <separator orientation="vertical"/>
 406                     <field name="campaign_id"/>
 407                     <field name="segment_id"/>
 408                     <field name="object_id"/>
 409                     <field name="partner_id"/>
 410                     <field name="res_id"/>
 411                 </group>
 412                 <newline/>
 413                 <group expand="0" string="Group By...">
 414                     <filter string="Campaign" name="campaign" icon="terp-gtk-jump-to-rtl" context="{'group_by':'campaign_id'}"/>
 415                     <filter string="Segment" name="segment" icon="terp-stock_symbol-selection" context="{'group_by':'segment_id'}"/>
 416                     <filter string="Activity" name="activity" icon="terp-stock_align_left_24" context="{'group_by':'activity_id'}"/>
 417                     <separator orientation="vertical"/>
 418                     <filter string="Resource" name="resource" icon="terp-accessories-archiver" context="{'group_by':'object_id'}"/>
 419                     <filter string="Resource ID" name="res_id" icon="terp-accessories-archiver" context="{'group_by':'res_id'}"/>
 420                     <separator orientation="vertical"/>
 421                     <filter string="Status" name="Status" icon="terp-stock_effects-object-colorize" context="{'group_by':'state'}"/>
 422                     <separator orientation="vertical"/>
 423                     <filter string="Execution Date" name="Date" icon="terp-go-month" context="{'group_by':'date'}"/>
 424                 </group>
 425             </search>
 426         </field>
 427     </record>
 428
 429     <record model="ir.actions.act_window" id="action_marketing_campaign_workitem">
 430         <field name="name">Campaign Follow-up</field>
 431         <field name="type">ir.actions.act_window</field>
 432         <field name="res_model">marketing.campaign.workitem</field>
 433         <field name="view_type">form</field>
 434         <field name="view_mode">tree,form</field>
 435         <field name="view_id" ref="view_marketing_campaign_workitem_tree"/>
 436         <field name="search_view_id" ref="view_marketing_campaign_workitem_search"/>
 437         <field name="context">{'group_by': []}</field>
 438     </record>
 439
 440     <menuitem id="menu_action_marketing_campaign_workitem" parent="menu_marketing_campaign" action="action_marketing_campaign_workitem" sequence="10"/>
 441
 442     <act_window name="All Segments"
 443         res_model="marketing.campaign.segment"
 444         src_model="marketing.campaign"
 445         view_type="form"
 446         view_mode="tree,form"
 447         id="act_marketing_campaing_segment_opened"
 448         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"/>
 449
 450     <!-- Campaign Follow-ups -->
 451     <act_window
 452         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 453         id="act_marketing_campaing_followup"
 454         name="Campaign Follow-up" res_model="marketing.campaign.workitem"
 455         src_model="marketing.campaign" view_mode="tree,form"
 456         view_type="form"/>
 457
 458     <!-- Campaign Statistics -->
 459     <act_window
 460         context="{'search_default_campaign_id': [active_id], 'default_campaign_id': active_id}"
 461         id="act_marketing_campaing_stat"
 462         name="Campaign Statistics" res_model="campaign.analysis"
 463         src_model="marketing.campaign" view_mode="tree,form"
 464         view_type="form"/>
 465
 466     </data>
 467 </openerp>